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Virginia Wealth Management Group’s Southern Company SO Stock Holding History

Virginia Wealth Management Group’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.35M Buy
55,890
+426
+0.8% +$40.1K 2.66% 16
2026
Q1 		$5.35M Buy
55,464
+822
+2% +$76K 2.87% 10
2025
Q4 		$4.76M Buy
54,642
+338
+0.6% +$30.9K 2.78% 15
2025
Q3 		$5.15M Sell
54,304
-295
-0.5% -$27.5K 2.96% 9
2025
Q2 		$5.01M Sell
54,599
-213
-0.4% -$19.1K 3.05% 9
2025
Q1 		$5.04M Sell
54,812
-2,267
-4% -$196K 3.11% 7
2024
Q4 		$4.7M Buy
57,079
+320
+0.6% +$28.1K 2.91% 11
2024
Q3 		$5.12M Buy
56,759
+11,338
+25% +$969K 3.21% 5
2024
Q2 		$3.52M Sell
45,421
-313
-0.7% -$23.7K 2.89% 6
2024
Q1 		$3.28M Buy
45,734
+3,954
+9% +$273K 2.68% 9
2023
Q4 		$2.93M Sell
41,780
-20,194
-33% -$1.39M 2.56% 18
2023
Q3 		$4.01M Buy
61,974
+633
+1% +$43.9K 2.71% 8
2023
Q2 		$4.31M Sell
61,341
-409
-0.7% -$29.3K 2.96% 5
2023
Q1 		$4.3M Buy
61,750
+1,050
+2% +$70.7K 2.95% 5
2022
Q4 		$4.33M Buy
60,700
+1,871
+3% +$125K 3% 4
2022
Q3 		$4M Buy
58,829
+16,985
+41% +$1.29M 2.98% 4
2022
Q2 		$2.98M Sell
41,844
-130
-0.3% -$9.54K 2.87% 4
2022
Q1 		$3.16M Buy
41,974
+1,702
+4% +$115K 2.83% 5
2021
Q4 		$2.76M Buy
+40,272
New +$2.57M 2.49% 13

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Virginia Wealth Management Group's SO Position: Q2 2026 in Review

Virginia Wealth Management Group increased its Southern Company (SO) stake by 0.77% in Q2 2026, buying an estimated $40.1K and bringing the position to 55,890 shares worth $5.35M. The position accounts for 2.66% of the portfolio, ranked #16.

Virginia Wealth Management Group first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.35M in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Virginia Wealth Management Group held 55,890 shares of Southern Company worth $5.35M as of Q2 2026.
  • Virginia Wealth Management Group bought 426 Southern Company shares in Q2 2026, an estimated $40.1K.
  • Southern Company made up 2.66% of Virginia Wealth Management Group's portfolio in Q2 2026, its #16 holding.
  • Virginia Wealth Management Group first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Virginia Wealth Management Group's Southern Company position peaked at $5.35M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.